Customers
Manage your customer database. Add, edit, and organize clients you send quotes to.
Customer Fields
| Field | Required | Description |
|---|---|---|
| Company name | ✅ | Legal or trading name |
| Contact name | — | Primary contact person |
| — | For sending quotes | |
| Phone | — | Contact phone |
| Address | — | Billing/shipping address |
| Tax ID | — | Tax identification number |
| Website | — | Company website |
Importing Customers
You can bulk-import customers from a CSV file:
- Go to Import → Import customers
- Download the CSV template
- Fill in the data (first row must be headers, required column:
company_name) - Upload and review the preview
- Confirm the import
Only valid rows are imported. Rows with errors are reported.